Zeihan on Geopolitics

The end of 2023 is approaching, and that means I owe you all a gift. Sorry to disappoint, but it's not an all-expenses-paid vacation to BoraBora. Instead, I've thrown together a 'Post-America' series that breaks down what the world looks like as the US steps back as global protector. Full Newsletter: https://mailchi.mp/zeihan/getting-rea... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

I've got some good news and some bad news on inflation in the US...one has to do with COVID, and the other is about the labor market. Which do you want first? Full Newsletter: https://mailchi.mp/zeihan/inflation-w... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The new Argentine president, Javier Milei, is getting right down to business. It's only his first week on the job, and he's already cut government ministries in half, dismissed public officials, halted public works, and devalued the currency by 50%. Full Newsletter: https://mailchi.mp/zeihan/ailing-arge... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

There's been much discussion lately surrounding the changing power balances in the Pacific - specifically the dynamics between the US Navy and the Chinese navy. Full Newsletter: https://mailchi.mp/zeihan/naval-power... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

We all know Mother Nature saved Europe's behind last year, but that won't be the story this year. So, let's break down the potential impacts on energy supplies across Europe. Full Newsletter: https://mailchi.mp/zeihan/europes-col... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

We're checking in on Ukraine today, looking back at our MedShare donation/match from the month of November, and chatting about my new book...oh and maybe Cindy Crawford too!!! Donate to MedShare: https://www.medshare.org/zukraine/ Pre-Order my new book: https://zeihan.com/purchase-the-accid... Full Newsletter: https://mailchi.mp/zeihan/ukraine-med... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The schoolyard bullies are back at it again. Russia is funneling waves of migrants into the Finnish border, and China has wreaked havoc on the Gulf of Finland by dragging an anchor across the sea floor. Full Newsletter: https://mailchi.mp/zeihan/russia-and-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The Google-backed company, Fervo Energy, has launched two geothermal projects that use preexisting shale technology and infrastructure to generate electricity. Could this be a partial solution to the looming electricity shortage? Full Newsletter: https://mailchi.mp/zeihan/generating-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

There's been a series of explosions along one of the main lines of the Trans-Siberian rail network. To fully understand the significance of these attacks, we must look at Russian exports, alternative options, and what maintenance looks like. Full Newsletter: https://mailchi.mp/zeihan/economic-wa... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

COP28, the United Nations Climate Change Conference, is underway in Dubai. As with many of these foo-foo summits, I'm not expecting much to come out of it. Full Newsletter: https://mailchi.mp/zeihan/the-problem... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The big news out of South America is that Argentina has elected a new “libertarian” president, Javier Milei. So, what will this political shift mean for Argentina? Full Newsletter: https://mailchi.mp/zeihan/argentina-e... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The Netherlands has recently undergone an election of its own, so let's look at the incoming coalition and how it will impact Dutch politics. Full Newsletter: https://mailchi.mp/zeihan/dutch-politics Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

What was once a platform where you could access open-source information that was reliable and free...has now been laid to rest by Elon Musk. Yes, I'm talking about that little blue bird we've known and loved for years. Full Newsletter: https://mailchi.mp/zeihan/why-im-done... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

A while back, I talked about a few technologies I was most hopeful for - small modular nuclear reactors being one of those. Unfortunately, we'll be drawing a line through it (for now). Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/modular-nuc... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Thorium is a potential substitute for uranium-based nuclear power, but will it solve our nuclear problems? If thorium could help with the proliferation of plutonium and make it harder to create weapons on the backend, adoption of more nuclear power might be easier....but thorium isn't our knight in shining armor. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-c... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

As industries like manufacturing ramp up between Mexico and the US, how will the Sinaloa and Jalisco New Generation cartels factor into that equation? Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/what-role-d... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Today we're talking about Ireland's raw deal. It's on the far northwestern extreme of Europe, has a crummy climate and limited cultural development - hence the need for Guinness and Jameson. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/ireland-nee... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Since I stumbled upon a snow field on my hike today, I figured we should take the next question in the 'Ask Peter' series: are we approaching a new era of exploration, exploitation and development in the Arctic? Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/ask-peter-i... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Savannah is awesome! Not only is it home to my favorite bar and one of my favorite food scenes, but it is also the site of the largest containerport in North America. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/why-the-por... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Lithium has played an important role in the green transition and remains a crucial resource for the future of electricity; however, it's not going to be all sunshine and rainbows for lithium... Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/lithium-the... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

This week at the APEC summit in San Francisco, President Joe Biden and Chairman Xi Jinping sat down for a long overdue meeting. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/china-us-re... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

As the situation unfolds in Gaza, many of you have asked who we might see getting involved in the conflict. So, let's break down the key regional players and how this is playing out. Full Newsletter: https://mailchi.mp/zeihan/no-regional... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

President Biden and Chairman Xi Jinping will have a private meeting at the APEC Summit in San Francisco. I'm not overly optimistic about getting any meaningful information out of this hospice meetup, but it's better than nothing. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/biden-and-x... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Donate to MedShare HERE: https://www.medshare.org/zukraine/ Water levels in the Panama Canal are critically low, and the effects could be devastating. The canal represents one of the world's most important trade routes and plays an essential role in the US trade system. Full Newsletter: https://mailchi.mp/zeihan/critical-wa... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Naval challenges are nothing new for the former Soviets, but the Ukraine War has introduced some added stressors in the Black Sea. Russia's inability to unify its naval presence across the four major seas in the region is a bad sign for Putin. Full Newsletter: https://mailchi.mp/zeihan/the-collaps... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk